JT Stratford LLC’s Humana HUM Stock Holding History

JT Stratford LLC’s Portfolio HUM Stock Details HUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-428	Closed	-$208K	–	251
2023 Q3	$208K	Sell	428 -61	-12%	-$28.7K	0.05%	222
2023 Q2	$219K	Buy	+489	New	+$246K	0.06%	220

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JT Stratford LLC's HUM Position: Q4 2023 in Review

JT Stratford LLC sold out of Humana (HUM) in Q4 2023, closing a stake of 428 shares — an estimated $208K sold.

JT Stratford LLC first reported a position in HUM in Q2 2023 and held it in 2 quarters. The position peaked at $219K in Q2 2023. 1,152 funds tracked by Wall St. Rank hold HUM as of Q4 2023.

JT Stratford LLC reported no remaining Humana position as of Q4 2023 after selling out during the quarter.
JT Stratford LLC sold 428 Humana shares in Q4 2023, an estimated $208K.
JT Stratford LLC first reported a position in Humana in Q2 2023 and held it in 2 quarters.
JT Stratford LLC's Humana position peaked at $219K in Q2 2023.
1,152 funds tracked by Wall St. Rank held Humana as of Q4 2023.

Based on JT Stratford LLC's 13F filing for Q4 2023, filed 14 Feb 2024.